Stephen Sopko takes investors through his takeaways on the slew of tech summits adding color to an evolving tech industry. Applied Materials (AMAT) focusing on efficiency research is something he believes is leading industry innovation and will shape the space. Another stock of interest Stephen names is Broadcom (AVGO), a company he favors as it develops new products while delivering exceptional guidance. AMD Inc. (AMD) and Intel (INTC) are chipmakers he sees closing gap with Nvidia (NVDA) as agentic AI growth accelerates.